After being based in Beverly Hills for over a decade and serving the senior and affluent communities, I have moved my practice to Pasadena. As a fixed-income manager in Beverly Hills, I focused primarily on tax-free investments and creating and managing cash flow for my clients. As a Certified Financial Planner Professional, I am expanding my services to include full services financial planning and full service investment and retirement planning for business owners, families, and foundations. I am excited to become a new member of the Pasadena business community and I look forward to working with like-minded business owners and individuals.
Financial Services & Advisors
Arroyo Financial & Insurance Solutions
We are a business-focused community bank committed to providing truly exceptional customer experiences.
BenAssist Health Insurance Services
Cetera Advisor Networks
D. A. Davidson & Co.
Financial advice for the long run-since 1935 the people of DA Davidson & Co. have built our business around the individual investor. Our relationships-with clients, employees and communities-are built on genuine care and mutual respect. We seek to contribute to those around us, to our communities, and to our region, everyday.
Diversified Securities Inc.
Dufix Business Loans
Edward Jones Investments-Marengo Ave.
Financial Focus Counseling
Financial focus counseling is dedicated to providing independent straight forward advice on money matters to couples and individuals and businesses. Our goal is to teach, advise and help our clients get their spending under control, develop specific financial goals and actions that allow them to win financially regardless of income, age or stage in life. In addition we assist in evaluating financial decisions to avoid financial mistakes and eliminate the anxiety, stress and trouble that come with financial problems.
Fisher Benefits Resource Group
Here at Gemlife Financial, we are dedicated to helping individuals, families and business owners understand how to reduce risk and minimize their tax burdens before and during retirement. We also help business owners by providing them with solutions that will save them money, time and give them peace of mind. Call us for a Free consultation.
Green Dot Corporation
Green Dot Corporation, along with its wholly owned subsidiary bank, Green Dot Bank, is a pro-consumer financial technology innovator with a mission to reinvent personal banking for the masses. Green Dot invented the prepaid debit card industry and is the largest provider of reloadable prepaid debit cards and cash reload processing services in the United States. Green Dot is also a leader in mobile technology and mobile banking with its award-winning GoBank mobile checking account. Through its wholly owned subsidiary, TPG, Green Dot is additionally the largest processor of tax refund disbursements in the U.S. Green Dot's products and services are available to consumers through a large-scale "branchless bank" distribution network of more than 100,000 U.S. locations, including retailers, neighborhood financial service center locations, and tax preparation offices, as well as online, in the leading app stores and through leading online tax preparation providers. Green Dot Corporation is headquartered in Pasadena, Calif., with additional facilities throughout the United States and in Shanghai, China.
Accounting, Financial Planning, ITINs (Individual Tax Identification Number), SEO Marketing, Staff Services, Vehicle Registration
Home Paradise Realty Group
Home Paradise Realty Group is a full-service real estate company that specializes in buyer and seller representation, real estate development, home renovation, and financial services. Here at Home Paradise, we maintain close relationships built on trust and transparency with each and every one of our clients and partners alike. Our real estate agents are experienced in the industry and focused on meeting each customer’s individual needs and expectations. What sets Home Paradise apart from the rest is our boutique, family-oriented approach to the home buying experience and the complementary value-added services that we offer to our clients.
John Hancock Financial Network
LACERA (L.A. Co Employees Ret. Assoc.)
The Los Angeles County Employees Retirement Association (LACERA) administers and manages the retirement fund for the County of Los Angeles. We are the largest county retirement system in the U.S., serving more than 158,000 members. Our membership is comprised of individuals from a diverse range of careers, age groups, and ethnicities - all contributing to the greater welfare of Los Angeles County. LACERA has been providing retirement, disability, and death benefits to eligible County employees, retirees, and their beneficiaries since 1938.
Financial Services & Advisors
New York Life, Greater Pasadena
As a licensed Agent with New York Life and NYLIFE Securities LLC, I offer a variety of products that can help you meet a number of insurance and financial services’ needs, including, but not limited to Qualified/ Nonqualified plans, investments, retirement planning, Long Term Care Insurance/Strategies and lifetime income strategies. My services are specifically tailored to each individual, or individual business, to accomplish their overall financial and retirement goals. For the business owner, I provide products and strategies to increase their employee benefits packages without affecting their bottom line, or at cost if they so choose.
New York Life-Erik Puckett
Phillips, Fractor & Company LLC
Phillips, Fractor, and Company is your expert solution for economic, financial, statistical, managerial, valuation, accounting, and complex analyses. We are a boutique litigation support and consulting firm that specializes in providing creative, effective solutions tailored to our clients' unique analytic and research needs. Our team is comprised of experts and consultants who blend active academic careers with real-world experience in a variety of fields. We draw on economic theory, statistical analysis, survey research, mathematics, computer science, and business theories and best practices to conduct high quality research based on appropriate methodology to give precise insights into our clients' specific research problems. Because of our multidisciplinary and methodologically rich backgrounds, we excel at solving problems that are too difficult or complex for other research firms.
Retirement Benefits Consulting
Achieve your hopes and dreams -- at least the ones that cost money! Plan for short, medium and long range goals and protect your family. Individuals, families and small and medium sized businesses.
Robert Hall & Associates
"Since 1971, Robert Hall & Associates has built a reputable track record helping individuals and businesses of all sizes with day-to-day accounting and tax issues. Our mission is to provide clients with innovative, yet practical solutions that will improve profitability, anticipate needs, and provide our clients with the highest level of customer service. With over 45 years of professional tax experience, we can identify a number of deductions to help you save on individual and business taxes."
Sage Investment Group
Traditional Business Financial Planning and other services including life settlements, leveraged business retirement funding and zero net cost business bankruptcy protection.Â
Samuel Chun-Merchant Processing Services
"Providing innovative products and technologyÂ to help small business increase profits. Â In house customer support 24-7/365 service with lowest prices on equipment, software and complete transparency with pricing.
A+ BBB accredited business rating "
Shuster Financial Group, LLC
Stanislawski & Company, Inc.-A Certified Public Accounting & Business Consulting Firm
Are you looking for a firm large enough to offer a full array of accounting, taxation, consulting, and business management services, but small enough to know you on a personal level? Then look no further. Stanislawski and Company, Inc. started over 50 years ago as a small operation, and has grown today to include numerous CPA's and Enrolled Agents with Master Degrees in Taxation, each offering top-notch credentials and experience. Whether you need accounting, tax planning, tax return preparation, personal financial planning, estate and trust, small business consulting, business management or a full complement of other individualized services, we will give you the full resources you would expect only from a large accounting firm while maintaining the personal touch.
Stratz & Company
Many people turn to us during times of transition: getting married, having children, changing careers, recently widowed, getting divorced, college planning, downsizing and retiring. We listen, ask questions, and work together to create an individualized strategy designed to meet their needs. We can help you, too. LFS-1631340-102816
TD Ameritrade Inc.
Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade's (NASDAQ: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how bringing Wall Street to Main Street for more than 36 years. An official sponsor of the 2012 U.S. Olympic Team, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade's newsroom or www.amtd.com for more information.
With over 1500 locations nationside, and as one of the nation's largest car title lending companies, TitleMax has streamlined the title loan process to be fast and simple without credit checks. It only takes about 30 minutes to put cash in your hands, when other lenders may take hours or even days. We will strive to provide the best title loan experience.
Trusted Choice Agents of Burbank, Glendale, Pasadena
Trusted Choice Agents of Burbank, Glendale and Pasadena are insurance and financial services firms. They represent multiple insurance companies, offering individuals and business owners a variety of coverage choices, customized insurance plans to meet specialized needs as well as advocacy support. These firms adhere to a pledge of performance, committing them to providing excellent customer service. For more information, go to www.TrustedChoice.com.
UBS Financial Services Inc.
Assets Management, Brokerage & Financial Planning
Wells Fargo Advisors
As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. We also provide asset preservation strategies such as life insurance, long term care, and disability insurance. Contact me if you'd like me to help you develop strategies to meet your specific financial goals.